A quick tour of the Servicebay app
The first time you sign in, Servicebay walks you through the main screen with a short guided tour you can skip or step through with Next. Here's what each part does.
Dashboard
The first tab in the bottom navigation bar. It shows your business at a glance: jobs, your schedule, and performance.
Jobs
The second tab. Create and track jobs from first contact through to completion.
Calendar
The third tab. Schedule jobs and events for yourself and your team.
Customers
The fourth tab. Keep customer details and job history in one place.
More tools
Tap the menu icon in the top left to open more tools: Services, Inventory, Quotes, Invoices, and Reports all live in this menu.
Notifications and account menu
The bell icon in the top right shows updates from your team and your jobs. Next to it, the account icon opens Settings and Sign Out.
Quick create
Tap the + button to add a Job, Customer, Service, Item, Event, Quote, or Invoice from anywhere in the app without navigating to that section first.